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Strategy Inc Common Stock Class A
MSTR

Overview Fund Activity

974 hedge funds and large institutions have $31.1B invested in Strategy Inc Common Stock Class A in 2024 Q4 according to their latest regulatory filings, with 393 funds opening new positions, 359 increasing their positions, 187 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
974
Holders Change
+324
Holders Change %
+49.85%
% of All Funds
12.96%
Holding in Top 10
39
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+50%
% of All Funds
0.52%
New
393
Increased
359
Reduced
187
Closed
60
Calls
$23.2B
Puts
$31.6B
Net Calls
-$8.42B
Net Calls Change
-$4.28B

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$1.17B
2
CF
Cantor Fitzgerald
New York
+$1.04B
3
CSD
Clear Street Derivatives
New York
+$800M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$774M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$520M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1.41B
2
Morgan Stanley
Morgan Stanley
New York
-$1.26B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$492M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$333M
5
Bank of America
Bank of America
North Carolina
-$94.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
426
Close Asset Management
United Kingdom
$1.18M – – –
HAG
427
HighPoint Advisor Group
Illinois
$1.16M +$374K +1,170 +47%
FIM
428
Freedom Investment Management
Connecticut
$1.16M -$107K -370 -8%
MCM
429
MAI Capital Management
Ohio
$1.15M +$629K +2,173 +122%
CAS
430
CTC Alternative Strategies
Illinois
$1.12M +$1.12M +3,884 New
BF
431
Bonfire Financial
Colorado
$1.12M +$1.12M +3,877 New
AG
432
AlTi Global
New York
$1.11M +$1.11M +2,800 New
QCM
433
QRG Capital Management
Illinois
$1.11M +$603K +2,081 +119%
Brown Advisory
434
Brown Advisory
Maryland
$1.1M +$608K +2,098 +123%
AWA
435
Arkadios Wealth Advisors
Georgia
$1.09M +$259K +894 +31%
PCM
436
Prelude Capital Management
New York
$1.09M +$1.09M +3,750 New
MFG
437
Magnus Financial Group
New York
$1.07M -$115K -397 -10%
QCM
438
Quantinno Capital Management
New York
$1.06M +$570K +1,968 +118%
PA
439
Parallel Advisors
California
$1.05M +$729K +2,516 +224%
Focus Partners Wealth
440
Focus Partners Wealth
Massachusetts
$1.05M +$284K +980 +37%
PFA
441
Pinnacle Family Advisors
Missouri
$1.05M +$1.05M +3,620 New
VI
442
Vestcor Inc
New Brunswick, Canada
$1.04M +$140K +484 +16%
MGP
443
Metis Global Partners
California
$1.03M +$456K +1,573 +79%
WMP
444
Wealth Management Partners
Arizona
$1.03M -$209K -720 -17%
Wellington Management Group
445
Wellington Management Group
Massachusetts
$1.03M -$916K -3,162 -47%
PP
446
Prudential plc
United Kingdom
$1.03M +$269K +929 +35%
BCMLT
447
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.02M +$1.02M +3,520 New
UM
448
UniSuper Management
Australia
$1.01M -$410K -1,417 -29%
Tudor Investment Corp
449
Tudor Investment Corp
Connecticut
$996K -$42.7M -147,343 -98%
Kovitz Investment Group Partners
450
Kovitz Investment Group Partners
Illinois
$993K +$254K +878 +34%
16 17
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